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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Joel Isaacson & Co
New York
$423K
IFS
427
Ifrah Financial Services
Arkansas
$423K +$407K +5,590 New
UMA
428
USA Mutuals Advisors
Texas
$420K +$415K +5,710 New
HR
429
Howe & Rusling
New York
$415K -$14.5K -199 -4%
JCM
430
Jacobi Capital Management
Pennsylvania
$412K +$51K +701 +15%
AFP
431
Ausdal Financial Partners
Iowa
$411K -$5.75K -79 -1%
FWCM
432
Ferguson Wellman Capital Management
Oregon
$409K -$1.27M -17,480 -76%
WTC
433
WhitTier Trust Company
Nevada
$406K +$374K +5,134 +2,157%
GIM
434
Goelzer Investment Management
Indiana
$400K +$41.1K +565 +12%
LSA
435
L & S Advisors
California
$397K +$382K +5,251 New
KA
436
Kovack Advisors
Florida
$383K +$57.4K +789 +18%
AC
437
Alley Company
Illinois
$381K -$37.9K -521 -9%
DY
438
Dowling & Yahnke
California
$381K -$30.3K -416 -8%
SIM
439
Sterling Investment Management
Arizona
$381K +$137K +1,885 +60%
GEA
440
Glen Eagle Advisors
New Jersey
$379K +$16.4K +225 +5%
SBA
441
Secrest Blakey & Associates
North Carolina
$374K +$360K +4,943 New
FI
442
FormulaFolio Investments
Michigan
$374K +$360K +4,948 New
IIA
443
IPG Investment Advisors
California
$373K
SI
444
Stephens Inc
Arkansas
$372K +$22K +302 +7%
AZA
445
Arthur Zaske & Associates
Michigan
$372K +$54.4K +747 +18%
GRP
446
Global Retirement Partners
California
$369K +$73 +1 +0%
AA
447
Apriem Advisors
California
$365K -$33.3K -457 -9%
OCM
448
Orleans Capital Management
Louisiana
$361K -$36.4K -500 -9%
AW
449
ACG Wealth
Georgia
$359K -$4.53M -62,291 -93%
TFF
450
The Family Firm
Maryland
$358K +$128K +1,756 +59%

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.